Provide consistent and excellent service to existing clients who contract with UOS for primarily labor services and/or assistance to Account Managers on larger scope projects, project coordination with Installation Manager and Field Services.
RESPONSIBILITIES:
- Respond to client request by visiting job site with Installation Manager and/or lead personnel to establish building conditions and installation criteria. Submit accurate floor plans to technical service department for accurate reconfiguration/installation plans for field service individuals.
- Provide accurate labor pricing and budgets by review of plan with Account Manager for an understanding of project scope with regards to timeframes, budgets, client expectations, etc. Meet with Installation Manager for review of the plans and building restrictions.
- Assist client with any non-installation pricing and/or services requested by providing accurate pricing based on client requests for on-demand services or other miscellaneous services in connection with project. Issue on-site change orders to accomplish projects outside the approved scope of work. Assure that all change orders have valid client approval.
- Provide field crews with accurate installation drawings by communicating with technical services as to needed approved plans for project. Assure that field crews along with Installation Manager have a clear understanding of project scope.
- Complete punch lists and walk through with client and lead installer to obtain client signature of completion by executing signed punch list documentation within three working days of completion of installation. Documentation should include red line drawings for technical services, any warranty or damaged items for manufacturer replacement, and any outstanding product or installation issues to be completed by dealership. Signed approval of any changes should be billed to client immediately and warranty items within two weeks of installation to assure prompt payment by client.
- Maintain good communication with field crew/installation manager throughout installations by constant availability to installation manager and/or field crews for any troubleshooting. Be able to provide information regarding truck deliveries, installation timeframes, building accessibilities, client contacts, etc. Must be available by phone during times of installation.
- Assist inventory/warehouse in accurate product pulls by supplying accurate information regarding client requests to include appropriate finishes, sizes, and quantities.
- Assist other project managers and/or account managers with labor and installation analysis by being available for installation questions regarding amount of labor, structure double checks on installation and product information.
- Review backlog report and outstanding invoice statement on a weekly basis by meeting with CSR to review status of projects and outstanding proposal or invoices issues. Make contact with end users to resolve any issues that would prohibit us from collecting or issuing new order for clients.
- Identify areas within existing accounts to expand sales volume of the 4 business units by following up with all active clients and discussing on-site services, on demand services, warehousing, and technology services.
- Verify order status reports for assigned projects by attending weekly customer service representative meetings to keep apprised of ongoing projects and shipping and installation schedules.
- Keep apprised of all new product introductions by manufactures so as to keep clients informed by attending training seminars as offered by major manufacturer and miscellaneous vendors to maintain industry knowledge regarding the products we market.
- Maintain client relationships by keeping clients committed to UOS through excellence of service and commitment. Maintain a positive and professional relationship at all times by face-to-face meetings with clients.
Skills Required
- On-site client site visits and job site assessments
- Prepare accurate floor plans and installation drawings for field crews
- Provide labor pricing and budget estimates and review project scope with Account Manager
- Issue and manage on-site change orders with valid client approval
- Complete punch lists and obtain signed client approval within three working days
- Maintain constant availability to installation manager and field crews during installations (phone availability)
- Coordinate with inventory/warehouse on product pulls including finishes, sizes, and quantities
- Attend weekly customer service representative meetings to review backlog, order status, and invoices
- Communicate with technical services to ensure approved plans and scope understanding
- Attend manufacturer/vendor training to maintain product knowledge
What We Do
California’s Leading Workplace Strategy, Services, and Solutions Provider for the Agile Office. We are the leading workspace strategy, workspace planning, and facilities services company in California. Our experienced team brings perspective, resources, logistics, and innovative technology to insure your workplace will perform and adapt to an ever-changing environment. Whether you’re renovating, relocating, or starting from scratch, our workplace strategy and tactical services include everything you need to optimize your workplace and reduce costs. With offices in the San Francisco/Bay Area and Los Angeles and more than 400 dedicated, experienced employees, we offer: • 24/7 hands-on customer service • 500,000 square feet of warehouse space • The industry’s best furniture products, concepts and architectural interior elements • Facilities-related services to cover your technical, relocation and warehousing requirements • Nationwide network of partners and resources • Platform-U by Unisource Solutions - our own in-house brand of high performing and stylish ancillary office furniture
